Healthequity, Inc.
HQY- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001428336
In the last 90 days, Healthequity, Inc. insiders filed 0 open-market purchases and 3 sales; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Healthequity, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 311
- −10 vs. Q4 2022
- Shares held
- 85.1M
- +1.72M (+2.1%) vs. Q4 2022
- Total value
- $4.99B
- −$145.9M (−2.8%) vs. Q4 2022
- New holders
- 29
- 122 more added
- Sold out
- 39
- 117 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HQY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 500 | $8.10B |
| Q1 2026 | 488 | $7.21B |
| Q4 2025 | 513 | $8.16B |
| Q3 2025 | 495 | $8.38B |
| Q2 2025 | 487 | $9.56B |
| Q1 2025 | 464 | $8.20B |
| Q4 2024 | 441 | $8.66B |
| Q3 2024 | 404 | $7.25B |
| Q2 2024 | 386 | $7.59B |
| Q1 2024 | 367 | $7.07B |
| Q4 2023 | 352 | $5.66B |
| Q3 2023 | 343 | $6.41B |
| Q2 2023 | 317 | $5.35B |
| Q1 2023 | 311 | $4.99B |
| Q4 2022 | 323 | $5.14B |
| Q3 2022 | 310 | $5.76B |
| Q2 2022 | 308 | $5.14B |
| Q1 2022 | 298 | $5.64B |
| Q4 2021 | 282 | $3.61B |
| Q3 2021 | 286 | $5.23B |
| Q2 2021 | 286 | $6.78B |
| Q1 2021 | 285 | $5.61B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,287,596 | $604.0M | 0.02% | −135,383−1.3% | Reduced |
| Vanguard Group Inc | 8,455,356 | $496.4M | 0.01% | +135,611+1.6% | Added |
| Wasatch Advisors Inc | 7,712,589 | $452.8M | 2.82% | +1,980,668+34.6% | Added |
| FMR LLC | 4,528,402 | $265.9M | 0.02% | +204,378+4.7% | Added |
| William Blair Investment Management, LLC | 2,870,169 | $168.5M | 0.59% | −116,125−3.9% | Reduced |
| State Street Corp | 2,750,473 | $161.5M | 0.01% | +52,598+1.9% | Added |
| JPMorgan Chase & Co | 2,474,430 | $145.3M | 0.02% | +331,735+15.5% | Added |
| Brown Advisory Inc | 2,120,875 | $124.5M | 0.21% | +135,106+6.8% | Added |
| ArrowMark Colorado Holdings LLC | 1,655,464 | $97.2M | 1.10% | +152,974+10.2% | Added |
| Geode Capital Management, LLC | 1,642,800 | $96.4M | 0.01% | +74,712+4.8% | Added |
| Clearbridge Investments, LLC | 1,592,430 | $93.5M | 0.09% | +454,245+39.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,453,130 | $85.3M | 0.14% | +26,846+1.9% | Added |
| Franklin Resources Inc | 1,171,117 | $68.8M | 0.03% | −665−0.1% | Reduced |
| Millennium Management LLC | 1,168,908 | $68.6M | 0.08% | +112,156+10.6% | Added |
| Mackenzie Financial Corp | 1,153,867 | $67.7M | 0.11% | −120,166−9.4% | Reduced |
| Janus Henderson Group PLC | 1,145,680 | $67.3M | 0.04% | +55,922+5.1% | Added |
| Northern Trust Corp | 1,124,312 | $66.0M | 0.01% | −122,426−9.8% | Reduced |
| Dimensional Fund Advisors LP | 1,105,700 | $64.9M | 0.02% | +142,179+14.8% | Added |
| Stephens Investment Management Group LLC | 1,041,871 | $61.2M | 1.02% | +8,455+0.8% | Added |
| Van Berkom & Associates Inc. | 1,038,377 | $61.0M | 2.25% | +280,461+37.0% | Added |
| GW&K Investment Management, LLC | 947,137 | $55.6M | 0.54% | +116,382+14.0% | Added |
| Charles Schwab Investment Management Inc | 937,610 | $55.0M | 0.02% | +3,902+0.4% | Added |
| Geneva Capital Management LLC | 881,421 | $51.7M | 1.05% | +13,623+1.6% | Added |
| Bank of America Corp | 880,993 | $51.7M | 0.01% | +175,340+24.8% | Added |
| Bank of New York Mellon Corp | 853,683 | $50.1M | 0.01% | −39,016−4.4% | Reduced |
| Bamco Inc | 800,000 | $47.0M | 0.14% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 794,130 | $46.6M | 0.02% | +308,770+63.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 765,999 | $45.0M | 0.13% | −2,259−0.3% | Reduced |
| American Century Companies Inc | 757,971 | $44.3M | 0.03% | +303,073+66.6% | Added |
| Goldman Sachs Group Inc | 686,615 | $40.3M | 0.01% | −5,796−0.8% | Reduced |
| Point72 Asset Management, L.P. | 682,267 | $40.1M | 0.14% | +49,842+7.9% | Added |
| Wellington Management Group LLP | 665,734 | $39.1M | 0.01% | +34,972+5.5% | Added |
| SEI Investments Co | 617,545 | $36.3M | 0.07% | +333,303+117.3% | Added |
| TimesSquare Capital Management, LLC | 609,830 | $35.8M | 0.52% | −282,125−31.6% | Reduced |
| Fred Alger Management, LLC | 608,824 | $35.7M | 0.19% | −974,178−61.5% | Reduced |
| Nuveen Asset Management, LLC | 606,453 | $35.6M | 0.01% | +23,974+4.1% | Added |
| Norges Bank | 598,135 | $35.1M | 0.01% | +45,395+8.2% | Added |
| Aristotle Capital Boston, LLC | 587,918 | $34.5M | 1.07% | +22,257+3.9% | Added |
| Morgan Stanley | 567,209 | $33.3M | 0.00% | +62,374+12.4% | Added |
| Granahan Investment Management Inc | 512,501 | $30.1M | 0.92% | −102,737−16.7% | Reduced |
| Aureus Asset Management, LLC | 451,449 | $26.5M | 2.10% | +51,756+12.9% | Added |
| Marshall Wace, LLP | 427,786 | $25.1M | 0.06% | −115,111−21.2% | Reduced |
| California Public Employees Retirement System | 418,314 | $24.6M | 0.02% | +225,138+116.5% | Added |
| Kornitzer Capital Management Inc | 417,196 | $24.5M | 0.49% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 398,806 | $23.4M | 3.51% | +69,702+21.2% | Added |
| Ensign Peak Advisors, Inc | 373,807 | $21.9M | 0.05% | +17,352+4.9% | Added |
| Ophir Asset Management Pty Ltd | 368,285 | $21.6M | 4.02% | +160.0% | Added |
| Victory Capital Management Inc | 365,525 | $21.5M | 0.02% | −255,969−41.2% | Reduced |
| Citadel Advisors LLC | 364,691 | $21.4M | 0.02% | +19,128+5.5% | Added |
| Principal Financial Group Inc | 348,512 | $20.5M | 0.01% | −32,096−8.4% | Reduced |
| Royal Bank of Canada | 348,424 | $20.5M | 0.01% | −82,987−19.2% | Reduced |
| Credit Suisse AG | 336,784 | $19.8M | 0.02% | −144,581−30.0% | Reduced |
| Assenagon Asset Management S.A. | 314,427 | $18.5M | 0.07% | +314,427 | New |
| Rhumbline Advisers | 271,582 | $15.9M | 0.02% | −3,813−1.4% | Reduced |
| DF Dent & Co Inc | 253,022 | $14.9M | 0.21% | +19,936+8.6% | Added |
| Glenmede Trust Co NA | 236,566 | $13.9M | 0.08% | −1,356−0.6% | Reduced |
| Putnam Investments LLC | 235,331 | $13.8M | 0.02% | +29,183+14.2% | Added |
| Summit Creek Advisors LLC | 228,126 | $13.4M | 1.74% | +1,711+0.8% | Added |
| Ameriprise Financial Inc | 226,199 | $13.3M | 0.00% | −36,146−13.8% | Reduced |
| Alliancebernstein L.P. | 190,879 | $11.2M | 0.00% | −1,799−0.9% | Reduced |
| Invesco Ltd. | 187,815 | $11.0M | 0.00% | −725,242−79.4% | Reduced |
| Cambiar Investors LLC | 183,736 | $10.8M | 0.46% | +149,213+432.2% | Added |
| Sectoral Asset Management Inc | 183,375 | $10.8M | 2.07% | −60,400−24.8% | Reduced |
| Swiss National Bank | 182,400 | $10.7M | 0.01% | −21,300−10.5% | Reduced |
| Scout Investments, Inc. | 177,383 | $10.4M | 0.21% | −2,085−1.2% | Reduced |
| Peregrine Capital Management LLC | 172,900 | $10.2M | 0.29% | +304+0.2% | Added |
| Raymond James & Associates | 171,264 | $10.1M | 0.01% | +42,510+33.0% | Added |
| American International Group, Inc. | 169,813 | $9.97M | 0.07% | −239−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,940 | $8.86M | 0.02% | +2,604+1.8% | Added |
| UBS Asset Management Americas Inc | 140,422 | $8.24M | 0.00% | −263,227−65.2% | Reduced |
| Legal & General Group Plc | 129,850 | $7.62M | 0.00% | +4,856+3.9% | Added |
| State of Wisconsin Investment Board | 124,880 | $7.33M | 0.02% | −15,037−10.7% | Reduced |
| Motley Fool Wealth Management, LLC | 124,333 | $7.30M | 0.46% | +168+0.1% | Added |
| Portolan Capital Management, LLC | 124,051 | $7.28M | 0.69% | +124,051 | New |
| Advantage Alpha Capital Partners LP | 122,578 | $7.20M | 1.50% | +45,637+59.3% | Added |
| Mutual of America Capital Management LLC | 116,830 | $6.86M | 0.08% | +47,399+68.3% | Added |
| Retirement Systems of Alabama | 110,592 | $6.49M | 0.03% | −822−0.7% | Reduced |
| California State Teachers Retirement System | 105,146 | $6.17M | 0.01% | −1,400−1.3% | Reduced |
| Deutsche Bank AG | 103,756 | $6.09M | 0.00% | +21,295+25.8% | Added |
| Public Employees Retirement System of Ohio | 101,782 | $5.98M | 0.02% | +24,077+31.0% | Added |
| DFPG Investments, LLC | 100,307 | $5.89M | 0.63% | +204+0.2% | Added |
| Susquehanna International Group, LLP | 97,801 | $5.74M | 0.01% | +85,157+673.5% | Added |
| Motley Fool Asset Management LLC | 97,360 | $5.72M | 0.63% | +4,105+4.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 96,347 | $5.66M | 0.03% | +7,495+8.4% | Added |
| Manufacturers Life Insurance Company, The | 96,203 | $5.65M | 0.00% | −2,564−2.6% | Reduced |
| MetLife Investment Management | 93,520 | $5.49M | 0.04% | −1,974−2.1% | Reduced |
| Thematics Asset Management | 90,100 | $5.29M | 0.29% | +10,092+12.6% | Added |
| NBW Capital LLC | 88,099 | $5.17M | 1.26% | +550+0.6% | Added |
| CWM, LLC | 87,360 | $5.13M | 0.03% | −4,978−5.4% | Reduced |
| HighTower Advisors, LLC | 85,560 | $5.03M | 0.01% | +843+1.0% | Added |
| Davenport & Co LLC | 85,362 | $5.01M | 0.04% | +3,139+3.8% | Added |
| Inspirion Wealth Advisors, LLC | 85,000 | $4.99M | 1.00% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 84,144 | $4.94M | 0.18% | +84,144 | New |
| UBS Group AG | 83,692 | $4.91M | 0.00% | +39,832+90.8% | Added |
| New York State Teachers Retirement System | 83,151 | $4.88M | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 78,250 | $4.59M | 0.31% | −9,105−10.4% | Reduced |
| Texas Permanent School Fund | 75,905 | $4.46M | 0.04% | +19,076+33.6% | Added |
| Voya Investment Management LLC | 75,640 | $4.44M | 0.00% | −46,285−38.0% | Reduced |
| Great West Life Assurance Co | 67,418 | $3.96M | 0.01% | −384−0.6% | Reduced |
| Wells Fargo & Company | 66,239 | $3.89M | 0.00% | +19,180+40.8% | Added |